The Manufacturers Life Insurance Company Sells 507,924 Shares of UnitedHealth Group Incorporated $UNH

The Manufacturers Life Insurance Company decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 19.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,071,359 shares of the healthcare conglomerate’s stock after selling 507,924 shares during the quarter. The Manufacturers Life Insurance Company owned about 0.23% of UnitedHealth Group worth $860,919,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of UNH. Sequoia Financial Advisors LLC raised its holdings in UnitedHealth Group by 5.1% during the second quarter. Sequoia Financial Advisors LLC now owns 56,842 shares of the healthcare conglomerate’s stock worth $23,625,000 after buying an additional 2,741 shares during the last quarter. Van Hulzen Asset Management LLC increased its position in shares of UnitedHealth Group by 20.0% during the second quarter. Van Hulzen Asset Management LLC now owns 11,817 shares of the healthcare conglomerate’s stock worth $4,911,000 after acquiring an additional 1,972 shares in the last quarter. MCF Advisors LLC lifted its position in UnitedHealth Group by 1.4% in the 2nd quarter. MCF Advisors LLC now owns 3,328 shares of the healthcare conglomerate’s stock valued at $1,383,000 after acquiring an additional 46 shares in the last quarter. Archford Capital Strategies LLC increased its holdings in UnitedHealth Group by 5.0% during the 2nd quarter. Archford Capital Strategies LLC now owns 3,005 shares of the healthcare conglomerate’s stock worth $1,249,000 after purchasing an additional 142 shares in the last quarter. Finally, Gemmer Asset Management LLC bought a new position in shares of UnitedHealth Group in the second quarter valued at approximately $243,000. Institutional investors own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the business’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. The trade was a 7.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.19% of the stock is owned by insiders.

More UnitedHealth Group News

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: TPG investment could support Optum Health’s turnaround. UnitedHealth is selling a partial stake in certain Florida WellMed primary-care operations to TPG while retaining an interest. The deal brings local investment and strategic support that management expects could accelerate growth, improve clinic performance and strengthen profitability. UnitedHealth Reshapes Florida WellMed Operations With TPG Deal
• Positive Sentiment: Management continues to point to areas of operational progress. Commentary at the Wells Fargo healthcare conference reportedly indicated stronger Medicare Advantage performance and a steadier Medicaid outlook. Analysts remain constructive in some cases, with the median recent price target above the current trading range. UnitedHealth Wells Fargo Conference Transcript
• Positive Sentiment: Reduced prior-authorization requirements may improve efficiency. UnitedHealthcare plans to remove authorization requirements for additional services beginning October 1, targeting 30% of healthcare services by the end of 2026. The initiative could lower administrative costs and improve relationships with patients and providers, although its financial benefit remains uncertain. UnitedHealth is Removing More Prior Authorizations
• Neutral Sentiment: UnitedHealth is investing heavily in artificial intelligence. Nearly $1.5 billion is being directed toward AI and Optum Insight software, with the goal of increasing efficiency and creating new growth opportunities. The strategy could support longer-term expansion, but it also requires substantial investment before results are visible. UnitedHealth’s AI Strategy
• Negative Sentiment: The WellMed transaction is raising concerns about Optum Health. Investors may view bringing in TPG as evidence that the Florida clinic business needs outside capital or operational assistance. The clinics were among the operations associated with UnitedHealth’s recent profit setbacks, making the deal a reminder that the Optum turnaround remains incomplete. UnitedHealth Sells WellMed to TPG
• Negative Sentiment: Medical-cost and margin concerns continue to weigh on managed-care stocks. Comments from CVS Health about persistently high medical-cost trends hurt sentiment across the sector. UnitedHealth also faces pressure in commercial insurance, while its valuation remains elevated relative to some peers despite slower revenue growth. CVS Still Sees High-Trend Cost Growth

UnitedHealth Group Trading Down 1.4%

Shares of UNH stock opened at $387.69 on Friday. The company has a 50 day moving average of $409.50 and a 200-day moving average of $367.63. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The firm has a market cap of $347.98 billion, a P/E ratio of 24.95, a PEG ratio of 1.48 and a beta of 0.61. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same period last year, the business posted $4.08 earnings per share. The business’s revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be issued a $2.32 dividend. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.4%. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on UNH shares. BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research report on Tuesday, July 21st. Truist Financial upped their target price on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Wells Fargo & Company boosted their price target on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Piper Sandler set a $477.00 target price on shares of UnitedHealth Group in a research report on Thursday, July 16th. Finally, Erste Group Bank downgraded UnitedHealth Group from a “buy” rating to a “hold” rating in a research report on Thursday, August 27th. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $456.56.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated is a diversified health care and well-being company headquartered in Minnetonka, Minnesota. Its operations are organized primarily through two businesses: UnitedHealthcare, which provides health benefit plans and services, and Optum, which delivers health care services, technology, pharmacy care and data-driven solutions.

UnitedHealthcare serves individuals, employers, government programs and other organizations through products that include employer-sponsored health plans, individual and family coverage, Medicare and Medicaid plans, dental and vision benefits, and related administrative services.